+73.7%
RIO vs PLTD
-33.9%
+107.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.8% |
| 7D | 0.0% | +5.9% | -6.0% | +0.6% |
| 30D | +4.0% | -11.6% | +15.6% | +2.9% |
| 3M | +0.1% | -29.9% | +30.1% | -2.0% |
| 6M | +12.7% | -28.5% | +41.2% | +11.3% |
| YTD | +35.6% | -20.4% | +56.0% | +34.4% |
| 1Y | +73.7% | -33.3% | +107.0% | +85.0% |
| All | +73.7% | -33.9% | +107.6% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling